How to Create Forms Using Capture Forms

This article explains how you can create forms using Capture Forms in Pabau.

Capture Forms is a powerful tool built into Pabau that helps you gather the right information at the right time. Whether you're working with leads, new clients, or anyone in between. It’s designed for non-medical data collection, giving you more flexibility without impacting the client’s clinical records.

Step 1: Access "Capture Forms"

Start by logging into your Pabau account using your login credentials. Then, navigate to the Marketing section located on the left sidebar menu and click to expand it. The "Capture Forms" tab will be revealed. 

Step 2: Create a New Form 

You will be redirected to the Capture forms page, and to get started, click the “+ Create new form” button at the top right of the screen.

Additionally, you can navigate to the "Forms" tab at the top left corner of the screen. You'll find the “+ Create new form” option on the left corner.

Step 3: Choose Your Form Type

Now you’ll view the form creation screen, where you can choose how to begin: 

1. Blank Template

Choose this option if you’d like to build your form from scratch.
You’ll be taken directly into the drag-and-drop form builder, where you can add and customize every field to fit your specific workflow.

This is perfect if you need something more tailored or want full control over what’s included.

2. Use a Pre-Built Template

To save time, select one of our ready-made templates. These come with fields already added and mapped to the correct areas in Pabau. You can still rename and adjust anything to make it your own.

Here are the templates currently available:

Lead Capture Template:

A quick and simple form to gather information from potential clients and new leads.

Form Type: Leads

Fields included (all required):

1. First Name

2. Last Name

3. Email

4. Mobile Number

5. Your Enquiry 

This is ideal for website inquiries, ads, or lead campaigns.

Lead Capture /w Photo Uploaded Template:

Perfect for collecting high-quality leads while allowing clients to share a photo of their concern or area of interest — ideal for consultations that require visual context.

Form Type: Leads

New/Existing Client Registration Template:

Perfect for onboarding new clients or updating details for existing ones.

Form Type: Clients

Fields included:

1. First Name (required)

2. Last Name (required)

3. Email (required)

4. Gender (radio buttons: Male, Female, Other)

5. Mobile Number

You can edit the field labels, adjust options, or add extra questions to make the form fit your clinic’s needs.

Online Consultations Template

Step 4: Create Forms

Once you have customized your form, click the "Save Form" button located at the bottom of the page to finalize. 

After you've selected "Save Form," a modal window will appear with 4 options:

• Continue editing the form
• Go to Advanced Form Settings
• Share form
• Go to Form Manager

In this case, select the 4th option to finalize. 

To view your created forms, navigate to the "Forms" tab at the top of the screen.

By following these steps, you can easily create forms using the Capture Forms feature in Pabau. 

---